VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$28.5M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.8M
5
JPM icon
JPMorgan Chase
JPM
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.6%
2 Healthcare 7.79%
3 Technology 6.14%
4 Consumer Staples 5.45%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$1K ﹤0.01%
+28
1102
$1K ﹤0.01%
+25
1103
$1K ﹤0.01%
+26
1104
$1K ﹤0.01%
+29
1105
$1K ﹤0.01%
+10
1106
$1K ﹤0.01%
+13
1107
$1K ﹤0.01%
+23
1108
$1K ﹤0.01%
+7
1109
$1K ﹤0.01%
+17
1110
$1K ﹤0.01%
+72
1111
$1K ﹤0.01%
+250
1112
$1K ﹤0.01%
+100
1113
$1K ﹤0.01%
+24
1114
$1K ﹤0.01%
+100
1115
$1K ﹤0.01%
+24
1116
$1K ﹤0.01%
+100
1117
$1K ﹤0.01%
+39
1118
$1K ﹤0.01%
+7
1119
$1K ﹤0.01%
+13
1120
$1K ﹤0.01%
+36
1121
$1K ﹤0.01%
+13
1122
$1K ﹤0.01%
+27
1123
$1K ﹤0.01%
+7
1124
$1K ﹤0.01%
+50
1125
$1K ﹤0.01%
+142
43 44
45
46 47